Wells Fargo & Company
WFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q4 2022
Institutional positions in Wells Fargo & Company as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,070
- +146 vs. Q3 2022
- Shares held
- 2.82B
- +26.6M (+1.0%) vs. Q3 2022
- Total value
- $116.4B
- +$4.00B (+3.6%) vs. Q3 2022
- New holders
- 244
- 741 more added
- Sold out
- 98
- 805 more reduced
39 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cove Street Capital, LLC | 40,800 | $1.69M | 0.46% | −2,100−4.9% | Reduced |
| Ritholtz Wealth Management | 40,746 | $1.68M | 0.09% | −22,474−35.5% | Reduced |
| Forum Financial Management, LP | 40,635 | $1.68M | 0.06% | −89−0.2% | Reduced |
| Qsemble Capital Management, LP | 40,600 | $1.68M | 1.17% | +40,600 | New |
| Centaurus Financial, Inc. | 40,453 | $1.67M | 0.16% | +12,306+43.7% | Added |
| NBT Bank N A | 40,339 | $1.67M | 0.24% | −882−2.1% | Reduced |
| Balentine LLC | 40,163 | $1.66M | 0.06% | −3,931−8.9% | Reduced |
| Spears Abacus Advisors LLC | 40,147 | $1.66M | 0.16% | +100+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 40,099 | $1.66M | 0.49% | −170.0% | Reduced |
| SeaCrest Wealth Management, LLC | 40,062 | $1.65M | 0.24% | +7,454+22.9% | Added |
| Anson Funds Management LP | 40,000 | $1.65M | 0.54% | +20,000+100.0% | Added |
| Sepio Capital, LP | 39,854 | $1.65M | 0.14% | +1,473+3.8% | Added |
| Sumitomo Life Insurance Co | 39,660 | $1.64M | 0.12% | −867−2.1% | Reduced |
| Alpha DNA Investment Management LLC | 39,599 | $1.64M | 0.87% | +24,062+154.9% | Added |
| Cullinan Associates Inc | 39,481 | $1.63M | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 78,898 | $1.63M | 0.02% | −18,320−18.8% | Reduced |
| American Money Management, LLC | 39,382 | $1.63M | 0.46% | +3,566+10.0% | Added |
| Siemens Fonds Invest GmbH | 39,268 | $1.62M | 0.16% | +2,595+7.1% | Added |
| Eagle Rock Investment Company, LLC | 37,932 | $1.62M | 0.37% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 39,223 | $1.62M | 0.03% | −227−0.6% | Reduced |
| ICA Group Wealth Management, LLC | 39,101 | $1.61M | 0.38% | −23,754−37.8% | Reduced |
| Belpointe Asset Management LLC | 39,101 | $1.61M | 0.10% | −2,699−6.5% | Reduced |
| Hedges Asset Management LLC | 39,100 | $1.61M | 1.44% | +2,000+5.4% | Added |
| Cornerstone Investment Partners, LLC | 38,763 | $1.60M | 0.10% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 38,675 | $1.60M | 1.13% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 38,589 | $1.59M | 0.04% | +11,012+39.9% | Added |
| Brinker Capital Investments, LLC | 38,495 | $1.59M | 0.03% | −2,287−5.6% | Reduced |
| GWM Advisors LLC | 155,425 | $1.58M | 0.04% | +13,662+9.6% | Added |
| Sendero Wealth Management, LLC | 38,187 | $1.58M | 0.56% | +8,776+29.8% | Added |
| Miller Investment Management, LP | 38,182 | $1.58M | 0.27% | 00.0% | Unchanged |
| Pitcairn Co | 37,943 | $1.57M | 0.16% | +12,059+46.6% | Added |
| Central Trust Co | 37,835 | $1.56M | 0.05% | +18,371+94.4% | Added |
| Yarbrough Capital, LLC | 37,485 | $1.55M | 0.12% | 00.0% | Unchanged |
| We Are One Seven, LLC | 37,195 | $1.54M | 0.15% | +4,713+14.5% | Added |
| Schechter Investment Advisors, LLC | 36,815 | $1.52M | 0.14% | +1,016+2.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 36,730 | $1.52M | 0.03% | +23,594+179.6% | Added |
| One Capital Management, LLC | 36,655 | $1.51M | 0.08% | −1,835−4.8% | Reduced |
| Auxier Asset Management | 36,567 | $1.51M | 0.26% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36,365 | $1.50M | 0.30% | +1,046+3.0% | Added |
| Private Trust Co NA | 36,345 | $1.50M | 0.22% | −604−1.6% | Reduced |
| Portman Square Capital LLP | 36,300 | $1.50M | 0.73% | +36,300 | New |
| Circle Wealth Management, LLC | 36,232 | $1.50M | 0.23% | +2,426+7.2% | Added |
| Neville Rodie & Shaw Inc | 36,052 | $1.49M | 0.14% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 35,962 | $1.48M | 0.06% | +9,888+37.9% | Added |
| InterOcean Capital Group, LLC | 35,952 | $1.48M | 0.05% | −4,963−12.1% | Reduced |
| Columbus Macro, LLC | 35,938 | $1.48M | 0.57% | −917−2.5% | Reduced |
| CAPROCK Group, Inc. | 35,934 | $1.48M | 0.14% | +725+2.1% | Added |
| Choate Investment Advisors | 35,931 | $1.48M | 0.09% | +6,901+23.8% | Added |
| Chemistry Wealth Management LLC | 35,920 | $1.48M | 0.58% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 35,857 | $1.48M | 0.97% | −3,227−8.3% | Reduced |
| Coldstream Capital Management Inc | 35,800 | $1.48M | 0.05% | +35,800 | New |
| AIA Group Ltd | 35,526 | $1.47M | 0.09% | +17,465+96.7% | Added |
| Gotham Asset Management, LLC | 35,399 | $1.46M | 0.04% | −347−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 35,347 | $1.46M | 0.07% | +14,594+70.3% | Added |
| Marotta Asset Management | 35,181 | $1.45M | 0.35% | −449−1.3% | Reduced |
| Fosun International Ltd | 35,135 | $1.45M | 0.13% | 00.0% | Unchanged |
| United Fire Group Inc | 35,086 | $1.45M | 0.86% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 34,986 | $1.45M | 0.04% | +2,241+6.8% | Added |
| Gibson Wealth Advisors LLC | 32,634 | $1.44M | 0.03% | +32,116+6,200.0% | Added |
| Bennett Selby Investments LP | 34,954 | $1.44M | 1.08% | −787−2.2% | Reduced |
| Mather Group, LLC. | 34,915 | $1.44M | 0.03% | +483+1.4% | Added |
| Northwest Capital Management Inc | 34,846 | $1.44M | 0.76% | +110.0% | Added |
| Conning Inc. | 34,810 | $1.44M | 0.05% | −329−0.9% | Reduced |
| Oldfather Financial Services, LLC | 34,787 | $1.44M | 0.82% | −103−0.3% | Reduced |
| NorthRock Partners, LLC | 34,733 | $1.43M | 0.16% | −5,288−13.2% | Reduced |
| Massachusetts Wealth Management | 30,485 | $1.43M | 1.38% | +30,485 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 34,541 | $1.43M | 1.06% | −499−1.4% | Reduced |
| Carret Asset Management, LLC | 34,525 | $1.43M | 0.20% | −160−0.5% | Reduced |
| Keystone Wealth Services, LLC | 34,531 | $1.43M | 0.62% | +80+0.2% | Added |
| Sequoia Financial Advisors, LLC | 34,375 | $1.42M | 0.03% | +8,749+34.1% | Added |
| Signaturefd, LLC | 34,349 | $1.42M | 0.04% | −2,224−6.1% | Reduced |
| Country Club Bank | 34,267 | $1.41M | 0.12% | −20,670−37.6% | Reduced |
| Resources Management Corp | 34,195 | $1.41M | 0.22% | 00.0% | Unchanged |
| Diversified Trust Co | 34,154 | $1.41M | 0.06% | +3,032+9.7% | Added |
| Lee Financial Co | 34,165 | $1.41M | 0.24% | +450+1.3% | Added |
| Naviter Wealth, LLC | 31,634 | $1.41M | 0.39% | +3,564+12.7% | Added |
| Applied Capital LLC | 33,748 | $1.39M | 1.39% | +33,748 | New |
| Cowen and Company, LLC | 33,640 | $1.39M | 0.15% | −81,314−70.7% | Reduced |
| Parallel Advisors, LLC | 33,378 | $1.38M | 0.06% | −969−2.8% | Reduced |
| Quantamental Technologies LLC | 33,344 | $1.38M | 0.63% | +33,344 | New |
| Mystic Asset Management, Inc. | 33,321 | $1.38M | 0.78% | +2,010+6.4% | Added |
| Continuum Advisory, LLC | 33,232 | $1.37M | 0.25% | +2,789+9.2% | Added |
| St. Louis Financial Planners Asset Management, LLC | 33,043 | $1.36M | 1.33% | +33,043 | New |
| Vestmark Advisory Solutions, Inc. | 33,033 | $1.36M | 0.07% | +818+2.5% | Added |
| Quad-Cities Investment Group, LLC | 32,788 | $1.35M | 1.00% | +58+0.2% | Added |
| Duff & Phelps Investment Management Co | 32,640 | $1.35M | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 32,498 | $1.34M | 0.10% | −1,363−4.0% | Reduced |
| Venture Visionary Partners LLC | 32,398 | $1.34M | 0.10% | +114+0.4% | Added |
| Ronald Blue Trust, Inc. | 33,072 | $1.33M | 0.02% | +4,581+16.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.33M | 0.55% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 32,157 | $1.33M | 0.88% | −1,370−4.1% | Reduced |
| Silvercrest Asset Management Group LLC | 32,030 | $1.32M | 0.01% | +3,152+10.9% | Added |
| Tradition Wealth Management, LLC | 31,865 | $1.32M | 0.19% | +34+0.1% | Added |
| Smith Shellnut Wilson LLC | 31,856 | $1.32M | 0.81% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31,713 | $1.31M | 0.05% | −572−1.8% | Reduced |
| 44 Wealth Management LLC | 31,547 | $1.30M | 0.45% | −3,497−10.0% | Reduced |
| AF Advisors, Inc. | 32,040 | $1.29M | 0.82% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 31,073 | $1.28M | 0.17% | −6,456−17.2% | Reduced |
| Everett Harris & Co | 31,099 | $1.28M | 0.02% | −500−1.6% | Reduced |
| Symmetry Partners, LLC | 31,025 | $1.28M | 0.08% | +2,477+8.7% | Added |